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WealthShield Partners’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

WealthShield Partners’s Portfolio DFAC Stock Details DFAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-10,422
Closed -$405K – 424
2026
Q1 		$405K Buy
10,422
+15
+0.1% +$604 0.05% 262
2025
Q4 		$412K Buy
10,407
+13
+0.1% +$507 0.05% 255
2025
Q3 		$401K Buy
10,394
+16
+0.2% +$597 0.05% 255
2025
Q2 		$372K Buy
10,378
+18
+0.2% +$600 0.05% 258
2025
Q1 		$342K Buy
10,360
+14
+0.1% +$486 0.04% 258
2024
Q4 		$358K Sell
10,346
-744
-7% -$26.2K 0.05% 229
2024
Q3 		$380K Buy
11,090
+15
+0.1% +$495 0.05% 228
2024
Q2 		$357K Buy
11,075
+17
+0.2% +$536 0.05% 227
2024
Q1 		$353K Sell
11,058
-4,111
-27% -$124K 0.06% 218
2023
Q4 		$443K Sell
15,169
-1,719
-10% -$46.5K 0.07% 209
2023
Q3 		$442K Buy
16,888
+21
+0.1% +$573 0.07% 216
2023
Q2 		$458K Sell
16,867
-3,972
-19% -$102K 0.07% 212
2023
Q1 		$531K Buy
20,839
+2,273
+12% +$57.6K 0.09% 200
2022
Q4 		$451K Buy
+18,566
New +$452K 0.09% 207

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

WealthShield Partners's DFAC Position: Q2 2026 in Review

WealthShield Partners sold out of U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) in Q2 2026, closing a stake of 10,422 shares — an estimated $405K sold.

WealthShield Partners first reported a position in DFAC in Q4 2022 and held it in 14 quarters. The position peaked at $531K in Q1 2023. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • WealthShield Partners reported no remaining U.S. Core Equity 2 Portfolio ETF Class Shares position as of Q2 2026 after selling out during the quarter.
  • WealthShield Partners sold 10,422 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $405K.
  • WealthShield Partners first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2022 and held it in 14 quarters.
  • WealthShield Partners's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $531K in Q1 2023.
  • 1,222 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.